Filed September 14, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,955 | $67,411-52.6% | $91,001-64.9% | $70,131-54.4% |
| Participation rate | 91.0% | 71.4%+19.6pp | 75.6%+15.4pp | 69.5%+21.5pp |
| Annual return | 16.45% | -40.16%+56.6pp | 4.60%+11.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,650 | $2,823-41.5% | $3,547-53.5% | $3,332-50.5% |
| Admin fee / account holder | $1,087 | $4,236-74.3% | $5,417-79.9% | $4,645-76.6% |